OfficeTools by CARET Reviews

& Product Details

What is OfficeTools by CARET?

OfficeTools by CARET is a comprehensive accounting practice management software designed for forward-thinking firms. It streamlines operations by consolidating time tracking, billing, invoicing, client information, projects, and documents into a single platform while seamlessly integrating with essential business tools.

The software offers data automation to eliminate redundant data entry, promotes team collaboration with a clear overview of tasks, and ensures planning and visibility for client success.

The suite includes a customizable solution for various firm needs, integrating seamlessly with key applications like Lacerte, QuickBooks, and Office 365. It empowers firms with features like centralized client data, due date monitoring, mobile accessibility, eSignature integration, and APX PayNow for efficient payment processing.

OfficeTools optimizes workflow, enhances client experiences, and enables effective project management.

Best For

Run your tax and accounting practice from a single solution

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
CARET
Located In
United States
Website
officetools.com

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OfficeTools by CARET Pricing

Starting from:

Custom

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

Pricing for OfficeTools by CARET, a comprehensive accounting practice management solution with tax integration, is available upon inquiry. Contact them for detailed pricing information and assistance in selecting the right solution for your firm's needs.

OfficeTools by CARET Features

Audit Trail
Billing & Invoicing
Client Management
Expense Tracking
Invoice Management
Project Management
Workflow Management
Accounting
Document Management
Document Storage
Due Date Tracking
For Accountants
For CPA Firms
Staff Management
Task Management
Time Tracking

Additional Features

Mobile Payments
Collaboration Tools
Billing Portal
Approval Workflow
Billable Items Tracking
Monitoring
Invoice History
Client Portal
Financial Management
Appointment Management
Project Accounting
Online Invoicing
Tax Calculation
Customizable Invoices
Calendar Management
Communication Management
Employee Management
Email Management
Contact Database
Online Payments
For Tax Practices
CRM
Customizable Branding
Reminders
Task Progress Tracking
Invoice Creation
Project Billing
Payment Processing
Hourly Billing
Project Time Tracking
Timer
Timesheet Management
Contingency Billing
Recurring/Subscription Billing

Additional Features Show Less Features

Global Buzz: OfficeTools by CARET at a glance

4.1

Global Average Score

Score4.14/5

Reviews810

All-in-One Solution

OfficeTools by CARET is praised for being a comprehensive platform that combines various functionalities such as project management, document management, time tracking, and billing into a single system.
Integration Capabilities

It integrates well with popular software like QuickBooks and Microsoft Outlook, which simplifies workflow processes for users.
User-Friendly

Users find the software to be intuitive and easy to use, which helps reduce the learning curve for new users.
Cloud-Based Option

The availability of a cloud-based deployment means users can access the system from anywhere, enhancing flexibility and remote work capabilities.
Customization

The software offers customizable options for workflows, which allows firms to tailor the software to their specific needs.

Customer Support

Some users have noted that customer support can be slow to respond, which might be a concern for businesses that require immediate assistance.
Training and Resources

There is a need for improved access to training and educational materials to help users fully leverage the platform’s capabilities.
Limited Mobile Features

As of the last updates, there appears to be no dedicated mobile application, which might limit access for users on the go.
Complexity in Some Areas

Although generally user-friendly, some users feel that certain features have a steeper learning curve and could be simplified.
Pricing Transparency

Users have suggested that more transparent pricing, especially regarding on-premise deployment, would be beneficial.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.